Altium Wealth Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
Other funds holding IJJ
HC
Altium Wealth Management's IJJ Position: Q2 2022 in Review
Altium Wealth Management reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 2.7% in Q2 2022, selling an estimated $9.69K and leaving 3,392 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #293.
Altium Wealth Management first reported a position in IJJ in Q1 2022 and has held it in 2 quarters since. The position peaked at $382K in Q1 2022. 646 funds tracked by Wall St. Rank hold IJJ as of Q2 2022.
- Altium Wealth Management held 3,392 shares of iShares S&P Mid-Cap 400 Value ETF worth $320K as of Q2 2022.
- Altium Wealth Management sold 95 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2022, an estimated $9.69K.
- iShares S&P Mid-Cap 400 Value ETF made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #293 holding.
- Altium Wealth Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2022 and has held it in 2 quarters since.
- Altium Wealth Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $382K in Q1 2022.
- 646 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2022.
Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.